First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
237 hedge funds and large institutions have $1.88B invested in First Trust SMID Cap Rising Dividend Achievers ETF in 2023 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 111 increasing their positions, 47 reducing their positions, and 10 closing their positions.
590% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 10
136% more repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 47
100% more funds holding in top 10
Funds holding in top 10: 4 → 8 (+4)
68% more capital invested
Capital invested by funds: $1.12B → $1.88B (+$763M)
32% more funds holding
Funds holding: 179 → 237 (+58)
1.02% more ownership
Funds ownership: 77.54% → 78.56% (+1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$65.8M |
| 2 |
LPL Financial
San Diego,
California
|
+$64.9M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$58.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$36.1M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$19.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.5M |
| 2 |
KWM
Kolinsky Wealth Management
Ramsey,
New Jersey
|
-$3.46M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.35M |
| 4 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$2.43M |
| 5 |
Mariner
Overland Park,
Kansas
|
-$2.32M |
SDVY Hedge Fund Activity: Q4 2023 in Review
237 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) for Q4 2023, worth a combined $1.88B — up 68% from $1.12B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new SDVY positions and 10 closed out — a net gain of 59 holders — while 111 added to existing stakes and 47 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $65.8M. The largest seller was Osaic Holdings, cutting an estimated $3.5M.
- 237 institutional investors held First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) as of Q4 2023, up from 179 in Q3 2023.
- Funds reported $1.88B of First Trust SMID Cap Rising Dividend Achievers ETF stock for Q4 2023, up 68% quarter-over-quarter.
- 69 funds opened new First Trust SMID Cap Rising Dividend Achievers ETF positions in Q4 2023 and 10 closed out, a net change of +59 holders.
- The largest First Trust SMID Cap Rising Dividend Achievers ETF buyer in Q4 2023 was Morgan Stanley, an estimated $65.8M added.
- The largest First Trust SMID Cap Rising Dividend Achievers ETF seller in Q4 2023 was Osaic Holdings, an estimated $3.5M sold.
Based on aggregated 13F filings for Q4 2023.